Planning matters

WA Paid Family Leave – Things to Consider Before Filing

About one year ago, a new benefit was made available to most people who work in the State of Washington: Washington Paid Family & Medical Leave (WA PFML). Depending on the type of leave you need, 12-18 weeks of paid leave may be available. Employees can file claims for their own medical conditions, care for…

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Selling Your Grandmother’s Silver

When I married in the late 1960s, my mother’s friends gave me silver—serving trays, a fruit compote, and a set of silver plate goblets.  Eventually, my grandmother’s silver tea and coffee service came my way. In my mother’s mid-20th Century life, silver was a middle-class status symbol. Women were not working outside the home but…

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January Project: Reviewing Your Recurring Expenses

As we settle into a new year and have ample time inside our homes, it’s a great time to review recurring expenses that automatically hit our bank accounts or credit cards.  Since many bills are paid automatically, outdated recurring payments and service fees don’t necessarily stand out. Here’s how to review these to ensure you…

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Are Your Resolutions Looking a Little Different this Year?

We spend a lot of time talking to clients about their upcoming goals for the short, medium, and long term. Many involve some financial aspect: remodeling the kitchen, paying for college, taking a dream trip, replacing a vehicle, paying off debt, early retirement. Having a clear idea of how much a goal will cost and…

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Happy Holidays

As we close the eventful year of 2020, we pause to give thanks and appreciation to all who have helped and guided us in our journey. From clients, neighbors, fellow team members – even the strangers with a simple smile you can see in their eyes – we are optimistic about the year ahead. Below…

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